Help CSMs drive more renewals and upsells

What you'll learn

  • Why it's important to empower CSMs with short videos
  • How to do it using Parmonic
  • Outcome

Why it matters

The value of most enterprise companies is dictated not just by growth and new revenue, but by renewals and upsells. Wall Street rewards companies with high renewal rates and punishes companies with low renewal rates. Customer Success teams are the 'sales' team when it comes to renewals and upsells, and content is the key to engaging customers.

What's known

Webinars targeted towards existing customers are a good way of sharing product updates and new announcements. Peer-to-peer customer communities are another channel to facilitate knowledge sharing. Participation, attendance and engagement rates are a challenge for many marketers. CSMs use a mix of 1:1 and automated blast emails.

Parmonic Insight and Solution

Provide CSMs easy-to-use bite-size videos

Convert webinars into content that CSMs can use to proactively nurture customers.

Give CSMs content that falls in three categories -
Thought-leadership - because customers want to learn new best-practices and trends
Product-specific - to drive more usage of specific features or new products
Community-focused - to drive social proof and community engagement

Multimedia content makes it easier for audience to absorb the message. Record your message as a webinar/video and turn it into bite-size, quick-to-consume pieces that you can embed in your Help center, Community pages, or anywhere else that you engage with customers.

What you will need

Ability to share content with CSMs. Access to Parmonic.

How to do it

  • Import your webinar into Parmonic.
  • Using the web experience module, turn the long webinar into a bite-size storyline.
  • Publish the storyline on a page (auto-created in Parmonic) or embed it on your community page or help center.
  • Export email assets from Parmonic to create an email for CSMs.


Add renewal and upsell focused webinars to your schedule. These could be customer interviews which can also be used for top-of-the-funnel marketing or peer-learning sessions.

Ask CSMs to share content based on customer interest and progress. This is usually captured during CSM calls and periodic briefings. Customers love content that is specific to them.

If you have sophisticated customer management software that captures customer actions tied to feature usage, you can set up sophisticated content targeting that allows you to take content generated in Parmonic and serve to customers based on their actions in your product.

Upload bite-size videos to your dedicated Help center (like Zendesk, a Parmonic customer).


Arm CSMs with short-videos so they can get attention.
Automate the task of creating short videos.

Drive and show impact on renewals.

More playbooks
Once a month. Not salesy.